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Basepoint Wealth’s American Express AXP Stock Holding History

Basepoint Wealth’s Portfolio AXP Stock Details AXP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$845K Sell
2,498
-211
-8% -$67.6K 0.48% 39
2026
Q1 		$820K Sell
2,709
-16
-0.6% -$5.37K 0.47% 33
2025
Q4 		$1.01M Sell
2,725
-82
-3% -$29.3K 0.61% 25
2025
Q3 		$932K Sell
2,807
-24
-0.8% -$7.63K 0.66% 25
2025
Q2 		$903K Sell
2,831
-39
-1% -$11K 0.7% 26
2025
Q1 		$772K Sell
2,870
-194
-6% -$57.3K 0.6% 29
2024
Q4 		$909K Sell
3,064
-303
-9% -$87.1K 0.72% 29
2024
Q3 		$913K Buy
3,367
+156
+5% +$38.8K 0.67% 31
2024
Q2 		$744K Sell
3,211
-580
-15% -$134K 0.59% 43
2024
Q1 		$863K Sell
3,791
-496
-12% -$103K 0.65% 36
2023
Q4 		$803K Sell
4,287
-75
-2% -$12.1K 0.65% 40
2023
Q3 		$651K Buy
4,362
+88
+2% +$14.4K 0.53% 48
2023
Q2 		$745K Buy
4,274
+4
+0.1% +$645 0.62% 44
2023
Q1 		$704K Sell
4,270
-3
-0.1% -$498 0.59% 43
2022
Q4 		$631K Sell
4,273
-89
-2% -$13.2K 0.56% 48
2022
Q3 		$589K Sell
4,362
-54
-1% -$8.17K 0.63% 43
2022
Q2 		$612K Sell
4,416
-266
-6% -$43.9K 0.64% 39
2022
Q1 		$875K Sell
4,682
-121
-3% -$21.9K 0.81% 23
2021
Q4 		$786K Buy
+4,803
New +$819K 0.77% 27

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Basepoint Wealth's AXP Position: Q2 2026 in Review

Basepoint Wealth reduced its American Express (AXP) stake by 7.8% in Q2 2026, selling an estimated $67.6K and leaving 2,498 shares worth $845K. The position accounts for 0.48% of the portfolio, ranked #39.

Basepoint Wealth first reported a position in AXP in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.01M in Q4 2025. 3,003 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Basepoint Wealth held 2,498 shares of American Express worth $845K as of Q2 2026.
  • Basepoint Wealth sold 211 American Express shares in Q2 2026, an estimated $67.6K.
  • American Express made up 0.48% of Basepoint Wealth's portfolio in Q2 2026, its #39 holding.
  • Basepoint Wealth first reported a position in American Express in Q4 2021 and has held it in 19 quarters since.
  • Basepoint Wealth's American Express position peaked at $1.01M in Q4 2025.
  • 3,003 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Basepoint Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.